WAM
PIV

Wealthspire Advisors (Maryland)’s PWSHS S&P 500 HIGH QTY PORTF S&P HIGH QTY RKGS INDEX PIV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio PIV Stock Details PIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,265
Closed -$187K – 2740
2018
Q1 		$187K Buy
6,265
+33
+0.5% +$985 0.02% 499
2017
Q4 		$190K Buy
6,232
+40
+0.6% +$1.22K 0.02% 508
2017
Q3 		$178K Buy
6,192
+23
+0.4% +$661 0.02% 511
2017
Q2 		$172K Buy
+6,169
New +$172K 0.02% 506